Latest Institutional Sells of Blackrock Ultra Short Term Bon (ICSH)
This list provides information on the latest institutional transactions involving Blackrock Ultra Short Term Bon (ICSH) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-20K- 67.35% |
$1M - $1.01M
|
9.71K
$491K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-13.8K- 41.05% |
$691K - $695K
|
19.8K
$1M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-11.5K- 23.38% |
$576K - $579K
|
37.6K
$1.9M
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-7.58K- 58.08% |
$380K - $382K
|
5.47K
$276K
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.84K- 3.21% |
$142K - $143K
|
85.5K
$4.32M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.49K- 17.33% |
$125K - $125K
|
11.9K
$600K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-500- 11.09% |
$25.1K - $25.2K
|
4.01K
$203K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-496- 30.67% |
$24.8K - $25K
|
1.12K
$56.6K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-427- 9.68% |
$21.4K - $21.5K
|
3.98K
$201K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-301- 43.0% |
$15.1K - $15.2K
|
399
$20.2K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-209- 4.41% |
$10.5K - $10.5K
|
4.54K
$229K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-115- 1.65% |
$5.76K - $5.79K
|
6.86K
$346K
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-156K- 95.15% |
$7.83M - $7.86M
|
7.97K
$403K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-104K- 92.46% |
$5.19M - $5.21M
|
8.45K
$427K
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-32.3K- 27.21% |
$1.62M - $1.62M
|
86.3K
$4.36M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.8K- 36.0% |
$240K - $241K
|
8.53K
$431K
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.63K- 32.71% |
$132K - $132K
|
5.41K
$273K
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.7K- 22.37% |
$85.1K - $85.5K
|
5.9K
$298K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-497- 4.77% |
$24.9K - $25K
|
9.92K
$501K
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-450- 99.56% |
$22.5K - $22.6K
|
2
$101
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 8.89% |
$20K - $20.1K
|
4.1K
$207K
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-29- 0.15% |
$1.45K - $1.46K
|
19.4K
$979K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10- 0.19% |
$501 - $503
|
5.24K
$265K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-74.1K- 88.13% |
$3.71M - $3.73M
|
9.98K
$504K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52.9K- 88.2% |
$2.65M - $2.66M
|
7.08K
$358K
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-27.2KClosed |
$1.36M - $1.37M
|
0
$0
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-18.5K- 51.43% |
$925K - $930K
|
17.5K
$882K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.3K- 68.45% |
$668K - $671K
|
6.15K
$311K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-10.9K- 67.94% |
$547K - $550K
|
5.16K
$261K
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-9.97K- 46.8% |
$499K - $501K
|
11.3K
$572K
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-6.8K- 15.76% |
$340K - $342K
|
36.4K
$1.84M
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 41.8% |
$164K - $164K
|
4.55K
$230K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.6K- 34.68% |
$130K - $131K
|
4.9K
$248K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.16K- 31.98% |
$108K - $109K
|
4.6K
$232K
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.93K- 26.33% |
$96.3K - $96.8K
|
5.39K
$272K
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 28.99% |
$85.6K - $86K
|
4.19K
$212K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.06K- 41.26% |
$52.9K - $53.2K
|
1.51K
$76.1K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-791- 13.49% |
$39.6K - $39.8K
|
5.07K
$256K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-700- 58.33% |
$35K - $35.2K
|
500
$25.3K
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-664- 2.54% |
$33.2K - $33.4K
|
25.5K
$1.29M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-505- 3.58% |
$25.3K - $25.4K
|
13.6K
$687K
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-240- 3.79% |
$12K - $12.1K
|
6.09K
$308K
|
|
Q4 2022 | |||||||
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-46.4K- 82.24% |
$2.32M - $2.33M
|
10K
$507K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-36.9K- 11.76% |
$1.84M - $1.85M
|
277K
$14M
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-28.1K- 70.03% |
$1.4M - $1.41M
|
12K
$606K
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-26K- 53.44% |
$1.3M - $1.3M
|
22.7K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.3K- 78.33% |
$915K - $919K
|
5.08K
$256K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8K- 59.95% |
$399K - $401K
|
5.35K
$270K
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-5.2K- 42.5% |
$259K - $260K
|
7.04K
$355K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4.14K- 24.27% |
$206K - $207K
|
12.9K
$653K
|